Peter's Blog

Peter recently joined the Commodity Culture podcast to break down the recent pullback and consolidation in gold prices, and why he sees the metal’s long term trajectory still pointed higher. He also discusses silver’s historic breakout, the mounting debt burden weighing on economies worldwide, and compares American entitlement programs to a wheelbarrow with too many […]

Peter recently joined Danny on the CapitalCosm podcast to discuss the state of American politics and the economy heading into the midterms. He takes aim at Trump’s self-mythologizing rhetoric, the bipartisan appetite for reckless spending, and the political risks facing Bitcoin, all while explaining why mounting debt and inflation continue to make the case for […]

Last week, Peter joined Jeremy Szafron on Kitco News to explain why surging bond yields are the start of a much larger reckoning for the US economy. He walks through the collapse of the housing-driven spending boom, the dangerous combination of record debt and rising rates, and why gold remains the only real protection against […]

On Wednesday, Peter joined the Redacted podcast for a discussion on the US government’s spiraling debt, the illusion of wealth propping up the housing market, and the political games being played ahead of the midterms. He closes with a sharp explanation of why rising bond yields, contrary to popular belief, are actually bullish for gold […]

Please note: the CoTs report was published 09/25/2026 for the period ending 09/22/2026. “Managed Money” and “Hedge Funds” are used interchangeably. The Commitment of Traders report is a weekly publication that shows the breakdown of ownership in the Futures market. For every contract, there is a long and a short, so the net positioning will […]

The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME here (e.g., vault types, major/minor months, delivery explanation, historical data, etc.). The data below looks at […]

Technical Analysis of Gold and Silver This analysis attempts to look at different metrics to understand the current momentum in the gold and silver markets. It is meant as an analysis on potential price direction in the very short-term (a few weeks to 1-2 months). In Q1, the analysis highlighted the break of support in […]

As Washington continues piling up debt, deficits, and monetary intervention, meaningful reform is increasingly unlikely to come from the federal level, pushing the real action down to the states. Florida offers an imperfect but instructive model of lower taxation, spending restraint, and sound money, including its move to recognize gold and silver as legal tender, […]

The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME here (e.g., vault types, major/minor months, delivery explanation, historical data, etc.). The data below looks at […]

The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME here (e.g., vault types, major/minor months, delivery explanation, historical data, etc.). The data below looks at […]